A Driving Force
Increasingly, women are exercising control over their family’s buying decisions. However, women are still underserved by our industry.
Personalized Service & Expertise
At Wealthspire, our advisors understand the challenges and concerns affecting women investors. Our advisors bring deep expertise in helping to navigate life changes (career, relationships, family) that are priorities in our clients’ lives.
How We Serve Women Investors
Career Milestones & Compensation
As your career progresses, our advisors help you understand growing complexities and opportunities to optimize your earnings.
Tax Planning Guidance
Protect your assets by maximizing tax planning strategies and avoid tax-related surprises after a life transition.
Navigating Life Changes
Our advisors help you navigate through life transitions including divorce or the death of a partner.
Multigenerational Caregiving
From education planning to anticipating long-term care needs for aging parents or family members, we are here to guide you.
Retirement and Longevity
As life expectancy for women continues to expand, so does the need for a longer retirement strategy.
Our Dedicated Team
Our advisors bring decades of sophisticated expertise managing the financial complexities of individuals and families across generations. Their backgrounds and experiences are as diverse as their clients; we have over 90 advisors across the U.S. to serve you. Looking for a financial advisor? Start your search here.
Read More
Redefining C-Suite: Donna Levy’s Journey to Advisory and Investment Leadership
Financial Advisor Donna Levy is a powerhouse. With over 3+ decades serving clients, specializing in creating comprehensive financial and investment …
Two Wealthspire Team Members Named to 2022 Forbes List of Best-in-State Women Wealth Advisors
New York, March 21, 2022 – Wealthspire Advisors, an NFP company and independent investment advisor based in New York City, …
Farewell, June Cleaver
In 2020, we saw American motherhood shift into an insane multi-tasking circus which included our normal work, but now at …
